Education, Community, and Growth

Community participation - Participants have access to the advisor community and resources throughout the program and as long as they keep their certification status valid.

Client and component selection - During the first 12 months, we'll work with each advisor to select at least one component to implement with at least one client. This will be a tailored process for each advisor.

Certification test

When advisors are ready, they can take the final certification test to complete certification. The exam focuses on hypothetical scenarios, issue identification, and solution development, not regurgitating information.

Help spread the word about the Health Rosetta or a relevant topic to specific roles, geographies, and sectors. You help identify the profiles of people, channels for reaching them, identify the topics that matter, and create the messaging, value propositions, and collateral to spread the word.

Guides strategic direction of entire Institute operations, fundraising, governance, etc., not just elements related to benefits advisors, certifications, etc. Will be a highly-accomplished multi-disciplinary group with 1-2 benefits advisors on it.

Guides advancement of the Health Rosetta blueprint, including all components. Made up of people with high sophistication and accomplishment across care delivery, payment, plan administration, and benefits.

Complete, meaningful disclosure of financial and non-financial incentives is the foundation for trusted, long-term relationships with clients. This form lets certified producers and advisors differentiate themselves to win new clients and retain existing clients.

Cost and outcome data used in the industry is often statistically invalid, directionally misleading, and generally confusing to clients. Only using vendors that have real, valid ROI and internal reporting on data is a critical piece to sustainably lowering costs and improving outcomes.

Certification fees

Individual certification is $2,995, including the program and subsequent year dues.

Individuals

For now, we only certify individual advisors, not entire organizations.

Program + First Year Dues

Subsequent Annual Dues

$2,995

$1,495

Health Rosetta ecosystem membership

For any mission-aligned individual or organization that wants to scale adoption of healthcare's fixes.

There's no requirement for certification. In fact, some strategies work better with smaller clients.

However, there are fewer strategies that work for full-insured employers and even fewer that work for groups under 50. If you have questions on whether certification is a good fit, contact us and we can help provide some guidance.

We'll have ongoing certification maintenance requirements to ensure you keep up to date. You'll always have access to the certified advisor platform that has education materials, solutions, case studies, and data.